格隆汇10月10日｜今日A股主要指数集体大跌，沪指跌破3900点；截至收盘，沪指跌0.94%报3897点， 深证成指跌2.7%，创业板指跌4.55%，科创50指数跌5.61%。全市场成交额2.53万亿元，较前一交易日缩 量1377亿元，超2700股上涨，超2500股下跌。 (责任编辑：宋政 HN002) | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3897.03 13355.42 1506.90 | | | | -36.94 -0.94% -370.14 -2.70% -18.90 -1.24% | | | | 科创50 | 创业板指 | 万得全A | | 1452.68 | 3113.26 | 6326.40 | | -86.41 -5.61% -148.56 -4.55% -105.56 -1.64% | | | | 沪深300 | 中证500 | 中证A500 | | 4616.83 7398.22 5577.65 | | | | -92.65 -1.97% -150.70 -2.00% -130.63 -2.29% | | | | 中证1000 中证200 ...

今日A股主要指数集体大跌，沪指跌破3900点；截至收盘，沪指跌0.94%报3897点，深证成指跌2.7%，创业板指跌4.55%，科创50指数跌5.61%。全市场成交 额2.53万亿元，较前一交易日缩量1377亿元，超2700股上涨，超2500股下跌。 | 涨幅榜 | 资金净流入 | 5日涨幅* | | --- | --- | --- | | 软饮料 | 林木 | 燃气 | | +4.29% | +2.92% | +2.699 | | 摩托车 | 水务 | 海运 | | +2.22% | +2.18% | +1.949 | 盘面上，电池股重挫，固态电池、刀片电池方向领跌，璞泰来、上海洗霸等多股跌停；多股两融折算率调整为0，半导体板块大跌，东芯股份、晶合集成等 多股跌逾10%；贵金属板块回调，西部黄金跌停；CPO概念走低，德科立领跌；AI芯片、汽车芯片、星闪概念及复合集流体等板块跌幅居前。另外，燃气股 走强，大众公用、洪通燃气双双涨停；工信部等6部门联合助力"建材行业稳增长"，水泥建材板块走高，华新水泥涨停；煤炭板块拉升，大有能源涨停；美 容护理、公用事业及航运港口等板块涨幅居前。(格隆汇) | 上证指数 | 深 ...

国金证券指出，电力设备与新能源行业中，光伏设备领域受益于全球新能源车及储能需求高增。8月国 内新能源车销量同比+22%，欧洲十国同比+42%，渗透率持续提升；国内储能装机同/环比 +58%/+63%，美国市场受政策调整影响短期波动但长期经济性向好。锂电产业链排产环比增长 3%-9%，同比增幅达21%-50%，旺季需求带动材料价格普遍上涨。固态电池技术进入工程化关键窗口 期，2025年中试线订单显著提升，预计2026-2027年实现示范装车，复合集流体有望于4Q25规模量产。 行业库存周期步入补库阶段，部分环节供需格局改善，叠加新技术突破驱动capex加速，产业链景气度 多元发展。 光伏50ETF（159864）跟踪的是光伏产业指数（931151），该指数从市场中选取涉及硅材料、电池片、 组件制造及光伏发电系统等业务的上市公司证券作为指数样本，以反映光伏产业链相关上市公司证券的 整体表现。光伏产业指数具有较高的成长性和技术导向性，能够较好地体现光伏行业的整体发展趋势。 （文章来源：每日经济新闻） ...

全固态电池制造的核心痛点，本质聚焦于固-固界面的接触难题，这一矛盾与液态电池 形成本征性分野。界面解决方案兼具固态电池产业化瓶颈突破的战略意义及供应链重构环节 的高增价值潜力，我们从头部应用确定性及弹性角度推荐：干法设备及粘接剂、激光设备， 及结构化材料提供商，关注等静压设备及ALD设备在固态领域应用等。 本月行业洞察： 国金证券近日发布锂电9月洞察：9月22日，碳酸锂报价7.8万元/吨，较上月上涨20%； 氢氧化锂报价7.1万元/吨，较上月上涨20%。8月国内新能源乘用车批发销量达118万辆，同/ 环比+22%/10%；1～8月累计批发836万辆，同比+35%。2025年9月以来，锂电板块表现较为 活跃，多数环节跑赢沪深300和上证50指数。锂电铜箔板块实现领涨，涨幅为43%；仅低空 经济呈现下跌态势，下跌幅度为-1%。 以下为研究报告摘要： 本月行业重要变化： 1）锂电：9月22日，碳酸锂报价7.8万元/吨，较上月上涨20%；氢氧化锂报价7.1万元/ 吨，较上月上涨20%。 2）整车：8月国内新能源乘用车批发销量达118万辆，同/环比+22%/10%；1～8月累计 批发836万辆，同比+35%。 行情回顾 ...

长江商报消息 英联股份（002846.SZ）业绩和股价双双实现大涨。 英联股份表示，上述项目被市场热捧的业务至今尚未实现大规模量产和商业化，目前处于持续研发、测 试反馈的阶段。 二级市场，2025年至今，英联股份股价增幅超过137%。 前三季扣非扭亏为盈 近日，英联股份发布2025年前三季度业绩预告，公司前三季度预计实现营业收入16.3亿元至16.5亿元， 比上年同期增长9.49%至10.83%；净利润3450万元至3750万元，比上年同期增长1531.13%至1672.97%。 英联股份表示，2025年前三季度，公司营业收入和利润均实现了增长，主要来自于快消品金属包装易开 盖板块的贡献。 值得注意的是，英联股份还在跨界锂电领域，其于2023年2月注册子公司江苏英联复合集流体有限公司 （以下简称"江苏英联"），其主要业务为新能源汽车动力锂电池复合铝箔、复合铜箔的研发、生产和销 售。 截至2025年半年度末，公司已累计投入约8.1亿元，建成了5条铝箔和5条铜箔产线。 英联股份于2017年2月上市，目前，公司在稳健经营易开盖业务板块的同时，积极布局并快速发展复合 集流体业务，实现"快消品金属包装+新能源材料"双主 ...

近年来，英联股份易开盖板块持续增长，现代化的产线让英联股份易开盖产品产能始终能跟得上市场扩 张的步伐，在易开盖的竞争中，不仅取得了规模优势，而且保证了产品的高品质。 ● 本报记者 万宇 在英联股份（002846）的展厅里，一张用银色易拉罐瓶盖拼成的世界地图横亘于墙，上面点缀着红色的 易拉罐瓶盖，代表着公司易开盖产品已经进入的国家和地区，红色印记遍布各大洲。凭借领先的核心技 术和优质设备，英联股份已经成为全球易开盖龙头企业。 在传统主业稳健发展的同时，英联股份顺应新能源产业发展的时代潮流，进军复合集流体领域，并成功 在该行业站稳脚跟。英联股份董事长翁伟武在接受中国证券报记者专访时介绍，将以技术创新为动力， 紧抓市场机遇，持续推动"快消品金属包装+新能源材料复合集流体"双驱动发展战略，全力将复合集流 体产业打造成为企业发展的第二增长曲线。 传统主业根基稳固 引领行业发展 凭借着在制造业领域深厚的积累和经验，以及敢为人先的魄力，英联股份从生产易开盖的小工厂，发展 成为全球领先的专业易开盖制造商，是唯一一家在A股市场上市的易开盖制造商，可以为客户提供用于 饮料、食品、婴儿配方奶粉等易开盖产品，是雀巢、亨氏、可口可乐、 ...

这个智能化生产基地不仅实现了产线的自动化，整个基地的物流也实现了自动化，原材料从仓库到产 线，制成成品后再进入仓库形成了无人化、自动化生产，而且智能高效，五分钟必达。 ● 本报记者 万宇 在英联股份的展厅里，一张用银色易拉罐瓶盖拼成的世界地图横亘于墙，上面点缀着红色的易拉罐瓶 盖，代表着公司易开盖产品已经进入的国家和地区，红色印记遍布各大洲。凭借领先的核心技术和优质 设备，英联股份已经成为全球易开盖龙头企业。 在传统主业稳健发展的同时，英联股份顺应新能源产业发展的时代潮流，进军复合集流体领域，并成功 在该行业站稳脚跟。英联股份董事长翁伟武在接受中国证券报记者专访时介绍，将以技术创新为动力， 紧抓市场机遇，持续推动"快消品金属包装+新能源材料复合集流体"双驱动发展战略，全力将复合集流 体产业打造成为企业发展的第二增长曲线。 传统主业根基稳固 引领行业发展 凭借着在制造业领域深厚的积累和经验，以及敢为人先的魄力，英联股份从生产易开盖的小工厂，发展 成为全球领先的专业易开盖制造商，是唯一一家在A股市场上市的易开盖制造商，可以为客户提供用于 饮料、食品、婴儿配方奶粉等易开盖产品，是雀巢、亨氏、可口可乐、百事可乐、百威 ...

Group 1: Investment and Expansion Plans - The company plans to raise up to 1.5 billion RMB for investments in composite current collector projects, canned easy-open lid manufacturing projects, and supplementary flow [4][13] - The subsidiary Shantou Yinglian will introduce investors through a capital increase of up to 200 million RMB, primarily for its easy-open lid business [2][3] Group 2: Production Capacity and Financial Performance - The company has a project plan for composite current collectors with a total investment of 3.089 billion RMB, aiming for a production capacity of 1 billion square meters of composite aluminum foil and 500 million square meters of composite copper foil [3][4] - The revenue from canned easy-open lids increased by 29% year-on-year, contributing to the overall performance improvement [7][13] Group 3: Strategic Partnerships and Market Opportunities - The investment partner, Guangdong Provincial Yuecai Industrial Technology Equity Investment Fund, focuses on supporting quality projects in new energy, new materials, and intelligent manufacturing [6] - The implementation of the new national standard GB 38031-2025 for electric vehicle batteries is expected to accelerate the application of composite current collectors due to their safety and lightweight advantages [9] Group 4: Future Business Strategy - The company will continue to promote the synergistic development of the metal packaging products sector and the composite current collector sector, adhering to a "dual main business" strategy [11][12] - The company is actively pursuing the development of solid-state battery materials, with ongoing testing and collaboration with leading automotive and battery manufacturers [15][16]

Group 1: Business Overview - The company's main business segments are consumer electronics and automotive parts, providing precision metal and plastic components for 3C products like laptops, TVs, and smartphones [1] - The automotive parts segment focuses on supplying central control displays and lightweight magnesium alloy structures to both new energy and traditional vehicle manufacturers, with major clients including well-known Tier 1 suppliers and LCD manufacturers [1] Group 2: Financial Performance - In the first half of 2025, the overall gross margin increased, with consumer electronics products achieving a gross margin of 16.08%, up 4.61% year-on-year, and automotive parts reaching 31.24%, up 2.76% year-on-year, primarily due to product structure optimization and internal cost control [2] Group 3: Project Updates - The company is actively collaborating with leading enterprises on the composite copper foil project, currently undergoing continuous verification testing, with some small orders already received [1] - The company is progressing with its private placement project and will announce details based on its actual situation [2] Group 4: Future Plans - Future investments will focus on expanding production capacity in the automotive parts business and developing the composite fluid project, while the consumer electronics segment will prioritize steady progress [2] - The company will also explore opportunities in emerging fields, such as robotic components, based on market dynamics and its business conditions [2]

Summary of Huicheng Vacuum Conference Call Company Overview - Huicheng Vacuum initially focused on traditional industries such as plastics and hardware for coating equipment, later expanding into automotive and smartphone sectors, mastering diverse coating technologies [2][3] - The company has no controlling shareholder; actual control is held by four siblings through a concerted action agreement [2][5] Financial Performance - Huicheng Vacuum has shown stable growth, primarily providing coating equipment for Apple's stainless steel titanium alloy middle frames, capturing over 95% of Apple's existing equipment [2][6] - Revenue distribution in 2024: Consumer electronics 35%, industrial products 27.4%, with a decline in consumer electronics revenue share due to the shrinking smartphone market [2][7] - Overall profitability is increasing, with gross margins for 2024: Consumer electronics 34%, other consumer products 25%, industrial products 29%, and research 27% [2][8] Market Dynamics - The global vacuum coating equipment market is projected to reach approximately $27 billion in 2024, with a compound annual growth rate (CAGR) exceeding 6.7% from 2024 to 2032, driven by the electronics industry and high-performance coating demands [4][12] - The Asia-Pacific region dominates the market, holding a share of 45%-50% [4][14] Business Segmentation - Huicheng Vacuum's business segments include consumer electronics, other consumer products, industrial products, and research, with respective revenues in 2024 of approximately $14 million, $12 million, $11 million, and $3 million [7] - The company is actively developing new applications in fields such as negative electrode materials, batteries, and hydrogen energy, contributing to the growth of the industrial products segment [2][7] R&D and Client Base - The company has strong R&D capabilities and a high-quality client base, including major players like Foxconn and BYD [4][18] - Non-Apple revenue has been increasing, reaching about 84% of total revenue in 2024, indicating successful diversification efforts [4][19] Competitive Landscape - The vacuum coating equipment industry features differentiated competition, with high-end markets dominated by companies from the US, Japan, and Germany, while domestic manufacturers are gradually moving from low-end to mid-high-end markets [16][17] Strategic Initiatives - Huicheng Vacuum is expanding into semiconductor-related sectors, benefiting from the current geopolitical climate and supply chain disruptions, positioning itself as a key supplier of precision optical coating equipment [21] - The company has secured several new clients outside the Apple ecosystem, showcasing its ability to diversify and expand its market presence [19][20]